Wpp Share Discussion Threads

[nasdaqpat] 16/2/2017 14:01

Re-bought initial tranche of KGF making 43 companies with stock level up to 60.6%.

[nasdaqpat] 16/2/2017 08:32

Re-bought initial tranche of TUI making 42 companies with stock level up to 59.9%.

[nasdaqpat] 16/2/2017 07:06

Segmental & Phase tallies for American Indices @ Day 69 & Day c256 respectively :-

NASComp~15.65%~~(5034:5822)~~~~38.29%~~(4210:5822)
NAS100~~14.11%~~(4648:5304)~~~~36.38%~~(3889:5304)
DOW~~~~~15.30%~(17884:20620)~~~33.45%~(15451:20620)
SPX~~~~~12.81%~~(2084:2351)~~~~29.89%~~(1810:2351)

S&P 500 still needs to catch up, perhaps!

[nasdaqpat] 15/2/2017 23:43

SWDA peaked @ 3750p (intraday) on 13 Jan so @ 3719.5p it is actually off (00.81%) whilst DOW is Up 03.65% (19886:20612) in the same period. Not too clever is it even for an fx play!

[nasdaqpat] 15/2/2017 23:33

Slightly up on SWDA but nothing to get orgasmic about...doesn't even pay a dividend.

[invisage] 15/2/2017 23:17

Yep loads of ex divsBet your glad you bought swda pat:)

[nasdaqpat] 15/2/2017 23:06

Yes, that's the site I use for checking dividends...a massive c29 point adjustment to FTSE100 overnight/tomorrow.

[gateside] 15/2/2017 21:18

Yes even taking account of it going ex-div today. Looks like the Market can't decide what to make of the results from TUI

[gateside] 15/2/2017 21:16

Very useful website

[gateside] 15/2/2017 21:15

I have 5 companies going ex-dividend tomorrow!

TRIG
BP.
RDSB
AZN
PZC

[nasdaqpat] 15/2/2017 21:01

TUI not doing quite as well despite the c53.6p dividend...today saw it give back a chunk of yesterday's gains...I nearly re-bought when I saw 1128p.

The current Segments for all 4 American Indices I track have now reached Day 69...longest since Apr to Jul 2014 for SPX which ran for 71 days.

[gateside] 15/2/2017 19:40

But these Germans are efficient!TUI go ex div today and it's paid out on Friday - just 2 days wait. Many companies make you wait TWO MONTHS for the dividend!

[gateside] 15/2/2017 19:38

Correction.... TRIG don't go ex div till tomorrow. Along with BP.But TUI did go ex div today - these Germans are confusing!

[gateside] 15/2/2017 18:41

16 up, 1 level and 9 down.Good week so far. TUI & TRIG both went ex dividend today.

[nasdaqpat] 15/2/2017 17:06

Our investments were generally a little disappointing today and slightly underperformed against the FTSE100 with a 0.34% gain as opposed to 0.47% for FTSE100. Of the now 41 shares, we had 29 Up, 10 Down & 2 Unchanged. Stock level 59.0%.

[gateside] 15/2/2017 14:46

Yes... nothing sold.... so 25 it is.small holdings in both CEY and POLY to spread any risk.

[nasdaqpat] 15/2/2017 13:56

That makes 25 companies then Gateside?

[gateside] 15/2/2017 13:33

Looks like AMFW might be starting to trend upwards, in the run up to results. I'm hoping anyway!

[gateside] 15/2/2017 13:07

Yes JMAT has been surprisingly weak. Had considered a top up with that one. Put a buy order in for a new gold miner today, which triggered earlier on. So you can add POLY to my portfolio. Already a few pounds in profit!

[nasdaqpat] 15/2/2017 09:29

Bit peculiar the way JMAT has been steadily edging down since its solid Q3 results on 02 Feb. On the day of the update, it first extended its 3004p based Up wave by reaching 3327p but finished down and is still going down, been 3099p so far today.

We most recently bought @ 3058p with an average holding so I am reluctant to Add above that level...I'm hoping its looking for a secondary base around about 3030p and will then rally strongly...exit target c3394p.

[nasdaqpat] 15/2/2017 08:23

Fed up with seeing Miners going Up so put the fluence on them by re-buying a piece of RIO...now 41 companies & stock level up to 59.0%.

[gateside] 14/2/2017 22:14

I like both CBG & PRU - They would be good ones to go for, as you say, if we ever get a correction! But would not buy an initial holding at current prices. Still keeping an eye on STAN too in case that correction ever happens!!!

[nasdaqpat] 14/2/2017 21:48

Yes Gateside, I've noted you are doing well again this week.

Regarding financials, you are probably doing well enough for now with HSBA. There will be further gains in financials but it may be difficult to identify those companies that have significant further upside from here...may be best to wait for some sort of correction if we ever get one again.

Nearly sold CBG last week but have now upped my exit target to >= 1561p. Also upped PRU target to >= 1706p. BARC could fly so no current target for that one, just Holding. Also Holding ADN for recovery but maybe tempted to sell if it reaches 300p shortish term.

[gateside] 14/2/2017 20:52

I think a 25 share portfolio, is the most I can get my head round and keep track of!

[gateside] 14/2/2017 20:50

Outperformed the Market both days this week so far.

The one area that I do feel I should still boost my portfolio in is Financials, but on consideration the two Investments Trusts that I hold, both have a large weighting in Financials

BRFI has 38%
JEMI has 25%

Did have my eye on CBG but they shot up 50p to over 1500p last week when I was away from the Markets, as some silly broker recommended them! Look a bit overbought right now.

Might just add to my Investment Trusts (on any weakness) to increase weighting in Financials.